Anic Equity¶
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Total return since start: 0.599 %¶
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Equity now: -----------------------------> 48846.71 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42163.11 Kr¶
PnL: ---------------------------------------> -270.17 Kr¶
DD now: ---------------------------------> -8.045 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 14:38:38.405322'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.360000 | 1660.680000 | 193.140000 | 13.160000 | 1467.540000 |
| Hoist Finance | 35 | 2.150000 | 999.250000 | 21.000000 | 2.150000 | 978.250000 |
| Orrön Energy | 180 | 0.620000 | 2052.900000 | 15.300000 | 0.750000 | 2037.600000 |
| HEXPOL B | 9 | 0.170000 | 1030.500000 | 12.600000 | 1.240000 | 1017.900000 |
| BioGaia B | 8 | 1.030000 | 937.600000 | 9.600000 | 1.030000 | 928.000000 |
| Catena | 2 | 1.060000 | 798.000000 | 8.400000 | 1.060000 | 789.600000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| JM | 6 | 0.840000 | 869.400000 | 7.200000 | 0.840000 | 862.200000 |
| Atrium Ljungberg B | 5 | 0.750000 | 940.000000 | 7.000000 | 0.750000 | 933.000000 |
| Sagax B | 4 | 0.560000 | 856.800000 | 4.800000 | 0.560000 | 852.000000 |
| Platzer Fastigheter Holding B | 12 | 0.250000 | 961.200000 | 2.400000 | 0.250000 | 958.800000 |
| ASSA ABLOY B | 3 | 0.270000 | 779.100000 | 2.100000 | 0.270000 | 777.000000 |
| Bilia A | 8 | -0.090000 | 898.400000 | 0.800000 | 0.090000 | 897.600000 |
| AcadeMedia | 8 | -0.600000 | 400.400000 | -0.800000 | -0.200000 | 401.200000 |
| Biotage | 7 | -0.150000 | 938.000000 | -1.400000 | -0.150000 | 939.400000 |
| Hexatronic Group | 12 | -0.300000 | 961.680000 | -2.880000 | -0.300000 | 964.560000 |
| Clas Ohlson B | 12 | -0.370000 | 967.200000 | -3.600000 | -0.370000 | 970.800000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| SKF B | 5 | -0.640000 | 932.000000 | -6.000000 | -0.640000 | 938.000000 |
| EQT | 4 | -1.110000 | 820.400000 | -9.200000 | -1.110000 | 829.600000 |
| Gränges | 9 | -1.070000 | 916.200000 | -9.900000 | -1.070000 | 926.100000 |
| Byggmax Group | 33 | -1.110000 | 943.800000 | -10.560000 | -1.110000 | 954.360000 |
| OX2 | 13 | -1.370000 | 934.700000 | -13.000000 | -1.370000 | 947.700000 |
| Addnode Group B | 11 | -1.740000 | 902.550000 | -15.950000 | -1.740000 | 918.500000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| Alimak Group | 11 | -2.260000 | 905.300000 | -20.900000 | -2.260000 | 926.200000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Latour B | 4 | -4.120000 | 820.000000 | -35.200000 | -4.120000 | 855.200000 |
| Indutrade | 5 | -3.620000 | 1170.500000 | -44.000000 | -3.620000 | 1214.500000 |
| Vitec Software Group B | 2 | -4.340000 | 1037.000000 | -47.000000 | -4.340000 | 1084.000000 |
| Bufab | 3 | -4.390000 | 1057.800000 | -48.600000 | -4.390000 | 1106.400000 |
| Hexagon B | 26 | -1.880000 | 3386.500000 | -65.000000 | -1.880000 | 3451.500000 |
| INVISIO | 16 | -1.960000 | 3608.000000 | -72.000000 | -1.960000 | 3680.000000 |
| BHG Group | 97 | -7.000000 | 1354.120000 | -100.880000 | -6.930000 | 1455.000000 |
| TOTAL | 42162.530000 | -270.750000 | -8.04697% | 42433.280000 |
Updated:¶
'2023-07-03 14:37:21.771200'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
